European Institutions

The preparedness of European institutions to purchase either managed derivatives funds or programmes varies across the continent and is dependent upon a series of factors some of which may be addressed by marketing.

1. The regulatory (and tax) environment;
2. general familiarity with the derivatives and managed derivatives industry;
3. familiarity with the fund management group attempting to sell product;
4. presence and format of a track record (at least for past funds if a new product is offered);
5. money under management within the fund group;
6. technical expertise within the fund group;
7. performance aspirations for the fund or investment programme;
8. quality and content of the explanatory/sales materials;
9. financial considerations such as fees implicit within the fund or programme.

Read more »

Posted: February 16th, 2008 under Foreign Exchange Futures, Future Fund, Futures Trading System, Oil Futures.
Comments: 5

The principal marketing objective for CTAs, unless very large or very well- known, is to be included as a money manager within multi-manager funds. The most important element in the successful attainment of this objective is performance listing and it is incumbent on a CTA to spend a considerable part of the marketing effort in making sure that as many international services as possible carry his or her figures. The critical value of such services (such as Managed Account Reports, or LaPorte) is two-fold. First they are the key distributors of performance information and as such are followed by so-called `Hot Money’. Second they provide subscribers with an easy opportunity to make comparisons between CTAs. Read more »

Posted: February 16th, 2008 under Stock Futures.
Comments: 4